Enable job alerts via email!

Mortgage & Protection Advisor EMPLOYED

HLPartnership

England

Remote

GBP 30,000 - 50,000

3 days ago
Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

An established industry player is seeking a Mortgage & Protection Advisor to join their passionate team. This role offers the flexibility of remote work while providing crucial guidance to clients navigating the mortgage process. You will be responsible for assessing financial situations and offering tailored mortgage solutions. The ideal candidate will possess strong communication skills and a proactive approach to client management. This is a fantastic opportunity to grow in a supportive environment where your expertise will make a significant impact on clients' financial journeys.

Qualifications

  • Proven experience in financial services is highly desirable.
  • Strong interpersonal skills with the ability to communicate effectively.

Responsibilities

  • Conduct thorough assessments of clients' financial situations.
  • Provide clear and comprehensive advice on mortgage products.
  • Assist clients in completing mortgage applications.

Skills

Communication Skills

Problem-Solving

Interpersonal Skills

Basic Maths Skills

Education

Experience in Financial Services

Tools

Mortgage Software

Job description

5 days ago Be among the first 25 applicants

Direct message the job poster from HLPartnership

Internal Recruiter at HL Partnership Limited

We are currently recruiting on behalf of an Appointed Representative for HL Partnership for a Mortgage & Protection Advisor.

This is an employed role for a well-established company that is based in Staffordshire although the position is working remotely with the option of either full time or part time hours.

You will play a crucial role in guiding clients through the mortgage process, ensuring they receive the best financial solutions tailored to their needs.

This is a fantastic opportunity for you to join a passionate team of experienced Mortgage Advisors who continue to grow from strength to strength!

You will be responsible for providing expert advice on mortgage products, assessing clients' financial situations, and assisting them in making informed decisions. This position requires strong communication skills and a keen understanding of financial services.

Duties

  1. Conduct thorough assessments of clients' financial situations to determine suitable mortgage options.
  2. Provide clear and comprehensive advice on various mortgage products available in the market.
  3. Assist clients in completing mortgage applications and gathering necessary documentation.
  4. Maintain up-to-date knowledge of industry trends, regulations, and changes in mortgage products.
  5. Build and maintain strong relationships with clients, ensuring a high level of customer satisfaction throughout the process.
  6. Collaborate with lenders and other professionals to facilitate smooth transactions.
  7. Provide ongoing support and guidance to clients post-mortgage approval.

Experience

  1. Proven experience in financial services is highly desirable.
  2. Basic maths skills are essential for calculating loan amounts, interest rates, and repayments.
  3. Strong interpersonal skills with the ability to communicate complex information clearly and effectively.
  4. A proactive approach to problem-solving and client management is crucial for success in this role.
  5. Familiarity with mortgage software and tools is an advantage but not mandatory as training will be provided.

For more information about this role, please email adella.mulla@hlpartnership.co.uk or alternatively, you can contact Adella Mulla on 07485 358 357.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.

Similar jobs

Mortgage & Protection Advisor

Only for registered members

Marlborough

Remote

GBP 30,000 - 60,000

11 days ago

Self Employed Mortgage & Protection Advisor

Only for registered members

London

On-site

GBP 30,000 - 70,000

5 days ago
Be an early applicant

Mortgage and Protection Advisor

Only for registered members

Bristol

Remote

GBP 36,000 - 70,000

Today
Be an early applicant

Mortgage & Protection Advisor

Only for registered members

North East

Remote

GBP 34,000 - 40,000

23 days ago

Mortgage & Protection Advisor - SELF EMPLOYED

Only for registered members

Remote

GBP 30,000 - 60,000

15 days ago

Mortgage & Protection Advisor Financial Services (Mortgages) Uxbridge Hybrid Remote

Only for registered members

Uxbridge

Remote

GBP 40,000 - 60,000

30+ days ago

Mortgage & Protection Advisor

Only for registered members

Greater London

Hybrid

GBP 30,000 - 60,000

19 days ago

Mortgage & Protection Adviser

Only for registered members

Sheffield

On-site

GBP 30,000 - 70,000

9 days ago

Mortgage Advisor

Only for registered members

Aylesbury

Remote

GBP 40,000 - 60,000

Yesterday
Be an early applicant